See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,168 | $127,065-69.2% | $113,168-65.4% | $142,382-72.5% |
| Participation rate | 76.2% | 79.2%-3.0pp | 76.6%-0.4pp | 80.1%-3.9pp |
| Annual return | 16.56% | 24.03%-7.5pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,791 | $3,442-48.0% | $2,975-39.8% | $4,299-58.3% |
| Participant deferral / active EE | $2,631 | $5,716-54.0% | $5,107-48.5% | $6,507-59.6% |
| Admin fee / account holder | $4,389 | $15,736-72.1% | $12,068-63.6% | $12,624-65.2% |